Microsoft released its fiscal Q4 2026 earnings on July 29, reporting $90 billion in revenue, an 18% year-over-year increase. Azure posted 43% growth while capital expenditures reached $41 billion in the quarter. Micron Technology and SanDisk stocks have surged over 200% in 2026, driven by soaring demand for high-bandwidth memory and NAND flash storage required for AI workloads. These two chip types are essential for large-scale AI infrastructure that Microsoft plans to deploy at approximately $175 billion across calendar year 2026.
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